By Dr Derek Jellinek
23 February 2022, 9:00 AM
Cochlear (ASX:COH) 1H results were better than expected, underpinned by strong sales growth, expanding GPM and OPM, and solid OCF (+44%).
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By Dr Derek Jellinek
22 February 2022, 9:00 AM
Sonic Healthcare's (ASX:SHL) 1H underlying results were in line with expectations, underpinned by COVID-19 testing, pushing OPM to highs and boosting OCF (+28%).
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By Dr Derek Jellinek
17 February 2022, 11:30 AM
CSL Ltd's (ASX:CLS) 1H results were better than expected, albeit in line with management’s assumptions, with net profit down 5% in cc on 4% revenue growth.
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By Iain Wilkie
17 February 2022, 11:00 AM
Pro Medicus (ASX:PME) delivered a strong result with NPAT up 52.7% to A$20.7m, above our forecasts and consensus.
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By Dr Derek Jellinek
16 February 2022, 11:30 AM
Ansell's (ASX:ANN) 1H22 was pre-released so devoid of major surprises, with underlying earnings -24%.
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By Dr Derek Jellinek
14 February 2022, 12:00 PM
We go over the key stocks we are looking out for in the Healthcare sector this February Reporting Season. Stocks include; ResMed Inc (ASX:RMD), Pro Medicus (ASX:PME), Healius (ASX:HLS), Virtus Health (ASX:VRT), Monash IVF (ASX:MVF), and CSL Ltd (ASX:CSL).
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By Dr Derek Jellinek
01 February 2022, 10:00 AM
1H trading update disappointed, with underlying earnings -25% on pcp and margins -470bp, albeit sales grew c8% despite soft medical glove demand.
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By Dr Derek Jellinek
31 January 2022, 2:00 PM
2Q was softer than market expectations, with modest Philips’ device recall gains and GM contracting on supply chain constraints and higher freight costs.
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By Iain Wilkie
05 January 2022, 10:30 AM
We update our recommendation for Pro Medicus (ASX:PME) based on recent share price strength, which we view has run ahead of fair value in the short term.
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By Dr Derek Jellinek
20 December 2021, 10:00 AM
Sonic Healthcare (ASX:SHL) has strengthened its US anatomical pathology presence with the purchase of Propath, funded via existing cash/debt.
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